Online Store Sales Dashboard

Context

Simple one-page dashboard created for an online store owner to track their key metrics. The original data has been modified.

Step 1: Understanding the data source

The database is an Excel file sent by the client as a sample of the ERP extraction. The original data has been changed.You can check the data clicking Here

Table f_Detalhes_Ordem_Servico

Columns

Cliente: The customer name.
Produto: Product name.
Status: Shows the sale Status.
TOTAL: Total Amount.
Criação: Criation order date.
Data de fechamento: Closing order date.
Vendedor:Seller name.
Origem do lead: Lead source.

Step 2: Business Problem.


Hereafter, the main questions required by the customer:

  1. What is the main problem you expect to solve with this Dashboard?
    Monitoring Orders, with a clear view of billing, closing time, and pending orders.
  2. Do you already have your key indicators defined?
    Yes, the followings:
    • Billing Orders
    • Number of Orders
    • Number of Open Orders
    • Average Closing Time (days)
  3. Who will have access?
    Only him (the manager)
  4. What level of data granularity is desired?
    Day / Month and Year Product Seller Type of Sale Customer Lead Source
  5. How often will these data be analyzed?
    Weekly
  6. Data Provision:
    Excel spreadsheet sent by the client
  7. What will be the data sources?
    Excel?

Step 3: Data Modeling

Considering the low complexity of the data and the purpose, I chose to keep the fact table, adding only a calendar table for temporal analyses.

Step 4: Data Visualization

In this section, the main requests of the project and its visions were answered.



DAX Measures

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